Product Onboarding Manager

3 weeks ago

Mississauga, Canada Citi Full time

**Responsibilities**:

- ** Responsible for ensuring a quick and seamless onboarding and account opening experience for our clients. Our ultimate goal is to exceed our clients’ expectations by constantly innovating to improve the onboarding and account opening processes.**:

- ** Support client through their Onboarding journey - responding to technical queries, set up/entitle client profiles as per requirements, support client testing and migration to live production.**:

- ** Oversight of all client on-boarding activity end-to-end (including standard, low complexity and complex account opening, account maintenance, product, and technical onboarding deals). Ensure the solution meets the clients expectations and is line with contractual obligations and agreements**:

- ** Process account opening or maintenance requests in a timely manner**:

- ** Liaise with downstream partners until requests are completed and maintain constant communication with banking team partners**:

- ** Ensure all documentation received is current, accurate and complete.**:

- ** Partner with KnowYourClient (KYC) Teams, the Account Opening division, and other product partners to ensure expedient, efficient and seamless processing**:

- ** Co-ordinate with Sales, Product Management, Client Services and Operations partners to deliver the client deals and ensure client satisfaction - navigate bank on behalf of client, leveraging Citi’s global resources and escalation channels as required to ensure smooth delivery.**:

- ** Serve as single point of contact for the client and internal functional partners, responsible for the coordination and successful end-to-end delivery of projects. Closely manage the expectations of the client organization.**:

- ** Provide the highest level of customer service and teamwork to Banking teams and other internal partners**:

- ** Continuously innovate by analyzing our onboarding processes and systems to ensure we are as efficient and effective as possible**:

- ** Develop and maintain a customized project plan tailored to client’s requirements, outlining deliverables, milestones, critical path items and actions**:

- ** Establish appropriate governance model to deliver client requirements ensuring strict adherence to defined quality standards and practices outlined in “best practices” collateral.**:

- ** Continuously reduce aging/cycle time, minimize deal slippage and associated revenue conversion lead time. Accurately report project status, escalating effectively for “on hold” and slow moving deals.**:

- ** Effectively manage relationships with clients and internal stakeholders**:

- ** Lead meetings and coordinate activities of the cross-organizational implementation teams**:

- ** Ensure effective transition from project to production**:

- ** Partner with the client to escalate and manage critical issues to resolution.**:

- ** Manage regular client communication for portfolio of projects and serves as escalation point for key client and internal stakeholders**:

- ** Effective maintenance and communication of MIS and project metrics. Provide ongoing senior management updates on key projects as required.**:

- ** Identify opportunities for process improvements and contribute to department initiatives to implement process enhancements**:

- ** Responsible for supporting the preparation of Request for Proposal responses; actively participate in prospective client presentations and demos**:
***Qualifications**:

- ** 5-8 years of experience**:

- ** Wide organizational knowledge and cross-functional team work experience to deliver multi-work stream projects. Communication and presentation skills to command senior client and senior internal stakeholder meetings (Steering Committees). Excellent Leadership skills; ability to promote team building and develop partnerships with other teams. Ability to analyze and solve complex problems; advanced influence skills**:

- ** Self-starter and ability to take initiative in driving projects forward. Excellent organizational and planning skills. Excellent written and verbal communication skills. Excellent customer interaction and management skills. Negotiation and decision making/problem solving skills. Ability to work under high-volume workload and prioritize in an effective manner. Ability to effectively manage and navigate through multi-faceted disciplines throughout the Bank.**:

- ** Project Management Certification by a reputable organization (i.e. PMI) is preferential.**:
***Education**:

- ** Bachelors/University degree or equivalent experience**:
***This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.**:
**Citi Canada is an equal opportunity employer. Accordingly, we will make accommodations to respond to the needs of people with disabilities (including, without limitation, physical and mental health disabilities) during the recruitment process and otherwise in

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